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Stepstone Private Market shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Stepstone Private Market (XPMIX) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Stepstone Private Market

Tip: Access up to 7 years of quarterly data

All positions including Stepstone Private Market held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stepstone Private Market by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $645k 11k 60.91

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View all positions for Wealth Preservation Advisors

Top funds holding Stepstone Private Market

ORG Wealth Partners
Wealth Preservation Advisors

View all funds holding Stepstone Private Market